TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC
TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC runs TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC and currently holds 122 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $411.60M. Their top holdings are LRCX, AMAT, AAPL, ANET, GOOGL. The top five represent 32.6% of reported portfolio weight. TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC initiated 1 new position. They added to 46 existing positions. They trimmed 19 positions. Their current best-performing preview position is MU with returns of +241.67%.
122 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
LRCX LAM RESEARCH CORP | 9.08% | $73.00 | $314.00 | +330.14% | Trimmed -2.02% |
AMAT APPLIED MATLS INC | 8.14% | $201.51 | $492.32 | +144.32% | Added +0.06% |
AAPL APPLE INC | 6.36% | $233.00 | $309.35 | +32.77% | Trimmed -0.05% |
ANET ARISTA NETWORKS INC | 5.40% | $110.61 | $188.67 | +70.57% | Added +0.22% |
GOOGL ALPHABET INC | 3.62% | $169.63 | $344.82 | +103.28% | Trimmed -0.19% |
CSCO CISCO SYS INC | 2.99% | $53.68 | $111.04 | +106.86% | Trimmed -0.97% |
EBAY EBAY INC. | 2.81% | $65.50 | $104.13 | +58.98% | Trimmed -1.57% |
META META PLATFORMS INC | 2.78% | $573.06 | $549.90 | -4.04% | Added +2.38% |
DE DEERE & CO | 2.69% | $422.83 | $647.73 | +53.19% | Added +1.68% |
KLAC KLA CORP | 2.42% | $82.73 | $183.99 | +122.40% | Added +924.18% |
Showing 1-10 of 122